Off the Road

Off the Road


Our ‘Off the Road’ webinar series allows you to engage with our Technical and Investment teams from afar as they deliver a wealth of useful technical and market-related content.

Welcome to our 'Off the Road' series

Our ‘Off the Road’ tour delivers a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home.

Whether new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will put you in a strong position to help your clients.

To see what we have in store, select a webinar below, register your details and we’ll do the rest.

Investment pathways
Speaker Name
Rachel Vahey
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Our Senior Technical Consultant, Rachel Vahey, makes a welcome return to our ‘Off the Road’ series and this time she’s taking a look at investment pathways. 

During this session, Rachel will take a deep dive into the rules - particularly focusing on the new process for non-advised clients, and how providers might be exempted from providing an investment pathway fund. She will then go on to look at the challenges advisers may face with the introduction of the new investment pathways process, before asking what is next for default funds and guidance.

About Rachel

Speaker Bio

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

Pension transfers
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Senior Technical Consultant Lisa Webster is back in the webinar limelight and this time she’s talking all things pension transfers.

During this session, Lisa will cover defined benefit transfers, drawdown transfers and block transfers. She will then go on to look at statutory override; transfers and lifetime allowance protection; and where things stand in the event of a death, a divorce or ill health. Lisa will conclude by touching upon overseas transfers, before taking a fine-toothed comb to statutory rights and scams.

About Lisa

Speaker Bio

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

Ethical investing comes of age?
Speaker Name
Laura Suter
Speaker Job Title
Personal Finance Analyst
Speaker Firm
AJ Bell
Session Overview

Ethical investing, or ESG (‘Environmental, Social, and Governance’), has been a buzzword on the edges of the investment industry for decades, but now we’re starting to see people use their savings to back their ethics – with flows into ethical investment strategies starting to rise.

Our Personal Finance Analyst, Laura Suter, takes a look at what’s driving this trend, who the investors are who are backing these strategies and what their goals are. And as more money is drawn into ethical investing, how are investment companies responding? Do we all need to be wary of greenwashing and cynical grabs for assets?

About Laura

Speaker Bio

Laura Suter is personal finance analyst at AJ Bell. She is a multi-award winning former financial journalist, having specialised in investments. Laura joined AJ Bell from the Daily Telegraph, where she was investment editor. She has previously worked for adviser publications Money Marketing and Money Management, and has worked for an investment publication in New York. She has a degree in Journalism Studies from University of Sheffield.

COVID-19: Where are the markets now?
Speaker Name
Ryan Hughes
Speaker Job Title
Head of Active Portfolios
Speaker Firm
AJ Bell Investments
Session Overview

This week, Head of Active Portfolios Ryan Hughes takes a look at what has been happening to the global markets during these unprecedented times.

During this session, Ryan will cover the new policy announced by the Federal Reserve and where this all leaves the property market, before providing a roundup of his market outlook for the coming months.

 

About Ryan

Speaker Bio

Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

Beyond Staveley - Pensions and Inheritance Tax
Speaker Name
Charlene Young
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

This week, our Senior Technical Consultant, Charlene Young, makes her debut in our ‘Off the Road’ webinar series – bringing you all the latest technical knowhow.

During this session, Charlene will put the infamous Staveley case under the microscope following the recent Supreme Court ruling. Charlene will also provide a brief refresher on pensions and IHT, before looking at the current complexities, and rounding off with a look ahead to potential new policies.

About Charlene

Active vs passive - the perennial debate
Speaker Name
Speakers - Ryan Hughes & Matt Brennan
Speaker Job Title
Heads of Active & Passive Portfolios
Speaker Firm
AJ Bell
Session Overview

Our Head of Active Portfolios, Ryan Hughes, and Head of Passive Portfolios, Matt Brennan, go head to head (or rather, screen to screen, in this new normal that we’re living in!) for the age-old active vs passive debate.

During this dual-presenter session, we’ll hear the case for active and passive management; discuss how to separate the skilful from the lucky; and examine why to take into consideration the importance of fund selection. To conclude, Matt and Ryan will provide their thoughts on what can be an emotive subject – where opinions are often presented as facts.

 

About Speakers

Speaker Bio

Ryan Hughes
Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

Matt Brennan
Matt is responsible for the day-to-day running of the AJ Bell Funds, working with our investment team to further grow the range of investment options. He joined us with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.

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